CRM migration
Field-level mapping, validation, and rollback between Vinsolutions and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Vinsolutions
Source
HubSpot
Destination
Compatibility
11 of 12
objects map 1:1 between Vinsolutions and HubSpot.
Complexity
BStandard
Timeline
24–72 hours
Overview
VinSolutions Connect CRM is built for franchise auto dealerships and tightly couples the CRM layer to Cox Automotive's DMS and desking ecosystem — the platform excels at DMS-linked lead routing and manufacturer-compliant reporting but carries Cox-specific conventions (DMS customer IDs, F&I product flags, trade-in associations) that have no native equivalent in HubSpot's general-purpose CRM model. FlitStack AI extracts all standard CRM records (prospects, customers, companies, deals, activities) via VinSolutions' export API, transforms automotive-specific properties into HubSpot custom contact and deal properties, and loads data into HubSpot's Sales Hub pipeline with deal stages matching your current deal workflow. We surface the following for manual rebuild: VinSolutions desking templates and F&I product bundles (which live in the desking tool, not the CRM export), VinSolutions DMS sync rules (which require a new HubSpot-DMS integration to be configured post-migration), and VinSolutions Performance Manager workflow alerts (which map to HubSpot workflow criteria). The migration runs via API batch — your team continues working in VinSolutions throughout the process, with a delta-pickup window capturing any records modified during the cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Vinsolutions object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Vinsolutions
Prospect / Customer
HubSpot
Contact
1:1VinSolutions stores all person records as a unified contact object with a DMS customer ID. FlitStack maps each record to HubSpot Contact, preserving the DMS customer ID as a custom property (dms_customer_id__c). Contacts with a 'Sold' status route to HubSpot's customer lifecycle stage; all others route to 'lead' unless your migration plan specifies a different stage mapping.
Vinsolutions
Prospect (unassigned status)
HubSpot
Lead
1:manyVinSolutions prospects that have not yet been assigned to a sales rep or showroom visit are split to HubSpot Lead rather than Contact. The split is based on the source 'status' field: records with status = 'Internet Lead' or 'New Prospect' land as HubSpot Leads; records with status = 'Showroom Visit', 'Sold', or 'Service Customer' land as HubSpot Contacts.
Vinsolutions
Dealership / Company
HubSpot
Company
1:1VinSolutions companies represent dealership rooftops or commercial accounts. Mapped directly to HubSpot Company. The dealership name, address, and phone map to HubSpot standard fields; DMS store ID maps to a custom property (dms_store_id__c) for multi-rooftop groups that need to filter reporting by store.
Vinsolutions
Deal / Vehicle Transaction
HubSpot
Deal
1:1VinSolutions deals represent vehicle transactions with associated vehicle details (VIN, make, model, year), deal amount, and F&I products. Mapped to HubSpot Deal. Deal stage names in VinSolutions (e.g., 'Hot', 'Negotiating', 'F&I', 'Closed') are mapped value-by-value to HubSpot deal stages defined in your target pipeline.
Vinsolutions
Pipeline / Deal Workflow
HubSpot
Deal Pipeline
1:1VinSolutions supports multiple sales pipelines per store (e.g., New Vehicle, Used Vehicle, Commercial). Each VinSolutions pipeline maps to a HubSpot deal pipeline. Stage names, probabilities, and forecast categories are mapped value-by-value. If VinSolutions uses one pipeline, a single HubSpot pipeline is created; if multiple pipelines exist, separate HubSpot pipelines are configured before data loads.
Vinsolutions
Vehicle Record
HubSpot
Custom Object (Vehicle) or Deal Properties
1:1VinSolutions stores vehicle details (VIN, year, make, model, trim, mileage, color) on the deal record. These fields have no native HubSpot equivalent. FlitStack creates custom deal properties (vehicle_vin__c, vehicle_year__c, vehicle_make__c, vehicle_model__c, vehicle_trim__c, vehicle_mileage__c) and maps each value. If your HubSpot plan supports custom objects, a Vehicle custom object is created with a one-to-many relationship to Deals.
Vinsolutions
Trade-In Vehicle
HubSpot
Custom Deal Properties
1:1VinSolutions tracks trade-in vehicles per deal as a sub-object with its own VIN, mileage, and ACV. FlitStack maps trade-in data to custom deal properties (trade_in_vin__c, trade_in_mileage__c, trade_in_acv__c, trade_in_allowance__c). These are stored on the deal record since HubSpot does not natively support nested vehicle sub-objects on a deal.
Vinsolutions
F&I Product
HubSpot
Custom Deal Properties
1:1VinSolutions desking tracks F&I product selections (GAP, service contract, tire protection, paint sealant) as deal-level flags or line items. FlitStack maps these to custom deal properties (fi_gap__c, fi_service_contract__c, fi_tire_protection__c, fi_paint_sealant__c) with Yes/No or amount values. The desking tool configuration itself does not export — only the product selections recorded per deal.
Vinsolutions
Activity (Call, Email, Meeting, Note)
HubSpot
Engagements (calls, emails, meetings, notes)
1:1VinSolutions activity records (logged calls, emails, meetings, and notes tied to a prospect or deal) map to HubSpot engagements. Original timestamps, owners, and parent record associations are preserved. Notes with rich text are loaded as HubSpot notes; calls and meetings become HubSpot meetings with duration and outcome fields carried over.
Vinsolutions
Owner / User
HubSpot
HubSpot User
1:1VinSolutions users are matched to HubSpot users by email address. Unmatched users are flagged before migration — your team either creates HubSpot user accounts for them or assigns their records to a fallback owner. Inactive VinSolutions users are mapped as inactive HubSpot users unless you specify they should be excluded from the migration.
Vinsolutions
DMS Customer ID
HubSpot
Custom Contact Property
1:1VinSolutions links every contact and deal to a DMS customer ID that ties the CRM record to the Dealer Management System. HubSpot has no native DMS ID field. FlitStack creates a custom contact property (dms_customer_id__c) and a custom deal property (dms_customer_id__c) and populates them from the VinSolutions export. This enables your post-migration HubSpot-DMS integration to re-associate records.
Vinsolutions
Lead Source / Campaign
HubSpot
HubSpot Contact Property (hs_analytics_source)
1:1VinSolutions tracks lead sources (Internet, Phone, Showroom, Referral, Third-Party) as a contact property. These values are mapped value-by-value to HubSpot's 'Original source' or a custom 'lead_source' property. If VinSolutions uses third-party advertising sources (Cox Autodata, Dealer.com), those are preserved as custom source values in HubSpot.
| Vinsolutions | HubSpot | Compatibility | |
|---|---|---|---|
| Prospect / Customer | Contact1:1 | Fully supported | |
| Prospect (unassigned status) | Lead1:many | Fully supported | |
| Dealership / Company | Company1:1 | Fully supported | |
| Deal / Vehicle Transaction | Deal1:1 | Fully supported | |
| Pipeline / Deal Workflow | Deal Pipeline1:1 | Fully supported | |
| Vehicle Record | Custom Object (Vehicle) or Deal Properties1:1 | Fully supported | |
| Trade-In Vehicle | Custom Deal Properties1:1 | Fully supported | |
| F&I Product | Custom Deal Properties1:1 | Fully supported | |
| Activity (Call, Email, Meeting, Note) | Engagements (calls, emails, meetings, notes)1:1 | Fully supported | |
| Owner / User | HubSpot User1:1 | Fully supported | |
| DMS Customer ID | Custom Contact Property1:1 | Fully supported | |
| Lead Source / Campaign | HubSpot Contact Property (hs_analytics_source)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Vinsolutions gotchas
No publicly documented bulk export API
Process automation logic is not exportable
Duplicate customer records from DMS double-entry
DMS-matched gross profit data tied to CRM record IDs
Desking module stores separate records from CRM Deals
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Discovery audit and value-mapping workshop
FlitStack runs a read-only audit of your VinSolutions CRM export to catalog all record types, custom fields, pipeline configurations, and activity volumes. We deliver a pre-migration questionnaire covering your deal pipeline names, stage probabilities, F&I product list, prospect status values, and DMS store structure. The output is a signed value-mapping table and schema setup plan for HubSpot — custom properties are created in HubSpot before any data moves.
Create HubSpot custom properties and pipelines
Based on the mapping plan, your HubSpot admin (or our team with delegated access) creates the custom contact and deal properties for automotive fields (vehicle_vin__c, trade_in_vin__c, fi_gap__c, dms_customer_id__c, dms_store_id__c, etc.) and configures the deal pipelines and stages that mirror your VinSolutions workflows. This step happens before any API reads of the source system so HubSpot is schema-ready when data arrives.
Migrate contacts, companies, and deals in dependency order
VinSolutions records are loaded in the correct foreign-key sequence: Companies first (HubSpot requires an account before a contact), then Contacts and Leads (split by VinSolutions prospect status), then Deals (linked to contacts via HubSpot association). Owner resolution runs by email match against HubSpot users — unmatched owners are flagged and escalated before their records are loaded. Each batch is validated for field-level completeness before the next batch begins.
Run sample migration with field-level diff
A representative slice of 100–300 records spanning all record types (prospects, sold customers, active deals, activities, and trade‑in records) migrates first. FlitStack generates a field‑level diff comparing source values to destination values so you can verify that vehicle VINs, F&I flags, DMS IDs, prospect status‑to‑lifecycle mappings, and stage probabilities all landed correctly before the full run commits. The diff also highlights any missing or mismatched custom property values, association errors, and timestamp discrepancies, giving your team a clear checklist before committing the full dataset.
Full cutover with delta-pickup window
The full migration runs against HubSpot's API. A delta‑pickup window (24–48 hours after the initial load) captures any records created or modified in VinSolutions during the cutover period. An audit log records every operation — field changed, old value, new value, timestamp, and operator. If reconciliation identifies missing or mismatched records, one‑click rollback reverts the full migration so your team can re‑map and re‑run without data corruption.
Platform deep dives
Vinsolutions
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Vinsolutions and HubSpot.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Vinsolutions: Not publicly documented.
Data volume sensitivity
Vinsolutions doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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